See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,812 | $89,753-70.1% | $107,525-75.1% | $84,808-68.4% |
| Participation rate | 94.9% | 68.1%+26.8pp | 75.1%+19.8pp | 68.3%+26.6pp |
| Annual return | 25.68% | 29.48%-3.8pp | 181.32%-155.6pp | 40.90%-15.2pp |
| Employer contribution / active EE | $3,147 | $3,113+1.1% | $3,754-16.1% | $2,631+19.6% |
| Participant deferral / active EE | $8,429 | $4,056+107.8% | $5,116+64.8% | $4,212+100.1% |
| Admin fee / account holder | $2,103 | $7,222-70.9% | $8,919-76.4% | $7,344-71.4% |